Fund Updates
Consulting Fees and the Sanlam Umbrella Fund Annual Revision Process
We remind consultants that in the Sanlam Umbrella Fund we operate a monthly pay-for-service consultancy fee model. As part of this model, it is recognised that participating employers may negotiate a tailored...
A tribute to Marius Jonas
David Gluckman, Chairman of the Board of the Sanlam Umbrella Fund, pays tribute to Marius Jonas.
Invitation: Sanlam Umbrella Fund Symposium 2022, 29 September 2022
The 2022 Sanlam Umbrella Fund Symposium takes place on Thursday, 29 September 2022 from 10:00 - 11:30. Join our exciting line-up of speakers unpacking how we are driving meaningful change to reset the future and empower our members to live and retire with confidence.
Sanlam Umbrella Fund Value-Added Benefits for members
Considering that most of our members leave 100% of their life savings with us, we recognize that our responsibilities go far beyond helping them prepare for retirement. Through our Value-Added Benefits, the Sanlam Umbrella Fund aims to empower members to make informed financial decisions and enable them to live and retire with confidence.
Nomination of Beneficiaries for Funeral Benefits
Members must complete a Member Beneficiary Nomination form in respect of their group funeral insurance benefit otherwise the benefit will be paid into the member’s estate.
Endorsement to the Sanlam Umbrella Fund Unapproved Group Risk Policy
It is important to note that the policy contains all unapproved insured benefits available under the Fund, underwritten by our two Trustee-approved insurers, Sanlam Group Risk and ABSA Life, and may not be applicable to all Participating Employers. Participating Employers should refer to their Certificate of Participation to determine if their benefits are affected.